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Financial Partners Group (Kansas)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Financial Partners Group (Kansas)’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-140,682
Closed -$7.06M – 168
2023
Q2 		$7.06M Buy
140,682
+21,523
+18% +$1.08M 1.43% 24
2023
Q1 		$6.02M Buy
119,159
+32,497
+37% +$1.63M 1.34% 23
2022
Q4 		$4.35M Buy
+86,662
New +$4.29M 0.96% 28
2021
Q4 		– Sell
-126,160
Closed -$6.89M – 164
2021
Q3 		$6.89M Buy
126,160
+6,416
+5% +$351K 1.62% 17
2021
Q2 		$6.56M Buy
119,744
+1,145
+1% +$62.7K 1.69% 16
2021
Q1 		$6.49M Sell
118,599
-2,313
-2% -$127K 1.84% 17
2020
Q4 		$6.67M Sell
120,912
-1,055
-0.9% -$58K 1.99% 16
2020
Q3 		$6.7M Buy
121,967
+17,034
+16% +$936K 2.3% 14
2020
Q2 		$5.74M Buy
+104,933
New +$5.65M 2.24% 15

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MMI
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NI
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Morgan Stanley
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Ameriprise
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Goldman Sachs
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